Legacy Manager

Job summary

Legacy Manager is a brand-new role within the Community Services team, which straddles the wider Income Generation and Community Services Directorates. Contributing to strategy development and implementation, this role leads the delivery of the long-term growth strategy and future pipeline for legacy income at St Marys Hospice and will champion first-class supporter stewardship. The organisation is entering an exciting new chapter, having recently appointed a new Chief Executive and launched a bold three-year Strategy, supported by an ambitious three-year income generation plan. The post holder will develop and implement a sustainable and scalable legacy programme that increases the number of legacy pledgers, strengthens the future pipeline of legacy gifts and delivers consistent income growth aligned to organisational objectives. The legacy manager will ensure gifts are managed professionally and compliantly, with strong forecasting, reporting and internal oversight.

Main duties of the job

Main Duties and Responsibilities Strategically plan, review and deliver a three to five year legacy growth strategy aligned to agreed income targets. Lead the development, profitability and implementation of the Legacy portfolio, focusing on sustainable voluntary income growth through relationship management and audience development. Develop and manage a clear legacy pipeline strategy, tracking prospects, intenders and confirmed gifts to support long term income forecasting. Own the legacy marketing strategy, working collaboratively with Marketing and Communications and Data colleagues to ensure communications are insight led, compliant and effective. Develop compelling legacy case studies and messaging that clearly articulate the impact of legacy gifts. Build and manage relationships with solicitors, will writers and financial advisers to strengthen professional referral pathways and increase awareness of St Marys Hospice as a legacy beneficiary. Represent St Marys Hospice within relevant professional and community networks to grow legacy opportunities. Develop and deliver tailored stewardship journeys for legacy pledgers and intenders, ensuring an excellent supporter experience and long-term engagement. Lead internal awareness and engagement to ensure colleagues feel confident and informed about legacy giving, embedding appropriate legacy messaging across key supporter and patient touchpoints. Work in partnership with the Fundraising and Finance team to ensure effective oversight of legacy administration processes, accurate recording of income and appropriate allocation of restricted and unrestricted gifts. Take ownership of Legacy income and expenditure lines. Support financial budgeting, planning and results analysis within the portfolio. Provide monthly and quarterly reporting with commentary on performance and variances against plan. Proactively explore and test new cost-effective methods to maximise legacy giving potential, using sector insight, digital opportunities and data analysis. Provide support to other areas of the organisation including fundraising with a willingness to work flexibly according to the needs of the business when required.

About us

St Marys Hospice provides care and comfort for patients living with any life shortening illness or long-term condition and their family. We support people from the moment of diagnosis and their families for longer.